Institutional shares held 117 Million
4.1K calls
0 puts
Total value of holdings $10.6B
$369K calls
$0 puts
# of Institutions 551


Latest Institutional Activity in AVDV

Top Purchases

Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 295K ($26.6M)
Q4 2025
Wright Fund Management, LLC Shares Held: 403K ($36.3M)
Q4 2025
Unison Advisors LLC Shares Held: 829K ($74.8M)
Q4 2025
Modera Wealth Management, LLC Shares Held: 2.08M ($188M)
Q4 2025
Hbe Wealth Management, LLC Shares Held: 77.9K ($7.03M)

Top Sells

Q4 2025
Efficient Advisors, LLC Shares Held: 199K ($18M)
Q4 2025
Cogent Blue Wealth Advisors, LLC Shares Held: 262K ($23.7M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 30.6K ($2.76M)
Q4 2025
Paragon Advisors, LLC Shares Held: 21.5K ($1.94M)
Q4 2025
Foster Group, Inc. Shares Held: 547K ($49.3M)

About AVDV

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